Senior Insurance Advisor

1 day ago


Edmond, Oklahoma, United States Easy Recruiter Full time

We are looking for a dedicated individual to join our team as a Senior Assistant Customer Support representative. This role offers a challenging and rewarding opportunity to work with customers, providing exceptional service and support.

Job Overview:

As a member of our team, you will be responsible for delivering top-notch customer service to annuity customers. You will respond to customer inquiries, research and discuss policy options, and maintain a positive relationship between customers and our clients.

Responsibilities:
  • Provide exceptional customer service via telephone.
  • Research and discuss policy options with customers.
  • Process transactions and fund transfers.
  • Develop and maintain relationships with customers and our clients.
Requirements:
  • FINRA Series 6 license preferred.
  • Demonstrated ability to learn quickly and obtain functional knowledge of company products.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment.

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